Stacy Wells, CRPC

Practice Consultant

Stacy Wells is a practice consultant at 1st Global, where she coaches and consults with affiliated advisors to develop leading wealth management firms. With more than 20 years in the financial services industry, she understands the responsibility of serving firms and clients with the highest fiduciary standards and is intentional about bringing that into her daily work at 1st Global.

Stacy originally started her career in corporate accounting and transitioned to finance and investment services in 2006. Prior to joining 1st Global in 2019, she was a regional sales manager at Capital One and a financial advisor through Merrill Lynch. Throughout her career, Stacy has enjoyed helping individuals find security through their finances and investments.

Originally from Oklahoma, Stacy is a University of Oklahoma Sooner who received her bachelor’s degree in Accounting and Business. She is a Chartered Retirement Planning Counselor (CRPC) and has passed the FINRA Series 24, 66, 63 and 7 exams.